Zachary Holbert

Zach Holbert is an Investment Advisor Representative with Cadaret Grant & Co., Inc.

Holding a Series 7 and 66 Registrations, Zach Draws from his background as a Certified Public Accountant (CPA) to provide a comprehensive perspective on wealth management. He was born and raised in Chillicothe, Ohio and is a graduate of Unioto High School. He received his Bachelor's Degree in Accounting from Shawnee State University.

Having Spent over a decade as a CPA, Zach's passion for personal finance and his desire to make a tangible difference in people's lives led him to transition into financial advising. He is committed to helping individuals and families navigate the complexities of financial planning with tailored strategies that include wealth management, retirement planning, tax planning and preparation and investment advice. Zach takes pride in understanding each client's unique financial situation and goals, ensuring that his advice is always personalized and actionable.

Beyond his professional life, Zach is a dedicated father of four and enjoys spending quality time with his children outdoors. Whether hiking, camping, or simply enjoying nature, Zach values these moments with his family. He is also an avid fan of Ohio State football, never missing a chance to cheer on his favorite team.